How PrecisionLender Helps Banks Cross-Sell

PrecisionLender offers timely cross-sell suggestions while structures and products are still being discussed.

• “Delivery to Promise” functionality makes all that cross-sell information readily available.
• "Deal Team" functionality allows you to easily add bankers to the “team,” ensuring they’re all collaborating on the same deal, seeing the same reporting
• Bankers can keep their clients accountable, and sales managers can do the same with their teams